Polymesh是面向受监管资产的L1，内置身份、合规和结算，但成熟度仍为63分。90/100验证人和v8升级是利好，较低质押率与费用自立证据不足仍是主要风险。
Investment View
关键在于v8能否把机构RWA发行、保密资产和EVM接入转化为真实使用。质押率、费用收入、发行资产和活跃账户的透明披露，是成熟叙事的条件。
Source PDF
The PDF report is available alongside the slide viewer.
Report Type
Crypto Economy Analysis
Version
v1
Analysis Date
2026年8月2日
Language
zh
Disclaimer: This report is generated through AI-powered analysis and market data. This is not investment advice. All investment decisions should be made at your own risk.